Anic Equity¶
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Total return since start: 0.554 %¶
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Equity now: -----------------------------> 47481.43 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46086.46 Kr¶
PnL: ---------------------------------------> -802.11 Kr¶
DD now: ---------------------------------> -2.362 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-25 12:22:20.960573'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 0.500000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| HEBA B | 70 | -0.880000 | 2765.000000 | 129.000000 | 4.890000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | -2.900000 | 3010.000000 | 83.000000 | 2.840000 | 2927.000000 |
| SAAB B | 8 | 0.730000 | 3432.000000 | 55.000000 | 1.630000 | 3377.000000 |
| Corem Property Group B | 59 | -1.520000 | 613.010000 | 36.010000 | 6.240000 | 576.999999 |
| AcadeMedia | 12 | -2.690000 | 590.880000 | 33.880000 | 6.080000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.640000 | 388.400000 | 33.400000 | 9.410000 | 355.000000 |
| MedCap | 2 | -1.100000 | 451.000000 | 30.000000 | 7.130000 | 421.000000 |
| Resurs Holding | 22 | -1.340000 | 601.260000 | 27.260000 | 4.750000 | 573.999998 |
| Norva24 Group | 16 | -0.280000 | 564.800000 | 21.800000 | 4.010000 | 543.000000 |
| Boozt | 12 | -1.340000 | 1674.000000 | 20.000000 | 1.210000 | 1653.999996 |
| HMS Networks | 2 | -2.930000 | 690.000000 | 17.000000 | 2.530000 | 673.000000 |
| Swedbank A | 3 | -0.670000 | 577.200000 | 13.200000 | 2.340000 | 564.000000 |
| Eastnine | 4 | -0.470000 | 504.000000 | 13.000000 | 2.650000 | 491.000000 |
| Securitas B | 6 | -1.000000 | 582.720000 | 12.720000 | 2.230000 | 570.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| OEM International B | 7 | -0.390000 | 536.900000 | 8.900000 | 1.690000 | 527.999997 |
| Coor Service Management Hold. | 8 | -0.740000 | 538.000000 | 6.000000 | 1.130000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.580000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Karnov Group | 9 | -0.830000 | 538.200000 | 2.200000 | 0.410000 | 536.000004 |
| Creaspac SPAC | 6 | -0.100000 | 574.800000 | -2.200000 | -0.380000 | 577.000002 |
| Intrum | 4 | -4.250000 | 522.200000 | -4.800000 | -0.910000 | 527.000000 |
| Handelsbanken A | 5 | -1.410000 | 540.000000 | -6.000000 | -1.100000 | 546.000000 |
| Nordea Bank Abp | 29 | -0.200000 | 3447.520000 | -6.480000 | -0.190000 | 3453.999992 |
| Essity B | 2 | -0.290000 | 559.000000 | -15.000000 | -2.610000 | 574.000000 |
| Midsona B | 63 | -1.320000 | 566.370000 | -16.630000 | -2.850000 | 582.999984 |
| CTEK | 13 | -1.680000 | 508.690000 | -25.310000 | -4.740000 | 533.999999 |
| Essity A | 4 | -1.240000 | 1116.000000 | -33.000000 | -2.870000 | 1149.000000 |
| International Petroleum Corp. | 5 | -1.520000 | 549.500000 | -45.070000 | -7.580000 | 594.565215 |
| Vivesto | 1368 | 0.800000 | 551.580000 | -61.420000 | -10.020000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.470000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Axfood | 13 | 0.400000 | 3597.100000 | -158.900000 | -4.230000 | 3756.000001 |
| Fasadgruppen Group | 35 | 1.170000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | -2.240000 | 1415.700000 | -248.300000 | -14.920000 | 1663.999992 |
| Ovzon | 52 | -3.090000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 46086.460000 | -802.110000 | -2.36163% | 46888.564618 |
Updated:¶
'2023-01-25 12:22:33.678711'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
